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Financial Advocates Investment Management: XMMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Advocates Investment Management on XMMO, newest first. How the timeline and the estimate are built.

Financial Advocates Investment Management held 5,090 XMMO shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 5,090 shares
    Change vs previous 13F -8,302 shares

    0.39% of the 13F portfolio, value $688,310.

    13F-HR 0001730293-25-000007 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 13,392 shares
    Change vs previous 13F -51,440 shares

    0.14% of the 13F portfolio, value $1,722,519.

    13F-HR 0001730293-25-000006 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 64,832 shares
    Change vs previous 13F +3,498 shares

    0.52% of the 13F portfolio, value $7,375,255.

    13F-HR 0001730293-25-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 61,334 shares
    Change vs previous 13F -6,290 shares

    0.43% of the 13F portfolio, value $7,576,644.

    13F-HR 0001730293-25-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 67,624 shares
    Change vs previous 13F +15,696 shares

    0.42% of the 13F portfolio, value $7,485,613.

    13F-HR 0001730293-24-000005 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 51,928 shares
    Change vs previous 13F -9,330 shares

    0.37% of the 13F portfolio, value $5,919,304.

    13F-HR 0001730293-24-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 61,258 shares
    Change vs previous 13F +16,998 shares

    0.36% of the 13F portfolio, value $6,289,600.

    13F-HR 0001730293-24-000002 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 44,260 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,975,002.

    13F-HR 0001730293-24-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).